Fermata Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Fermata Advisors, LLC

$484 Million
Q3 2024

A detailed history of Fermata Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Fermata Advisors, LLC holds 1,615 shares of ESGU stock, worth $206,477. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,615

Holding current value

$206,477

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$113.45 - $126.18 $183,221 - $203,780	1,615 New	1,615 $203,000

Others Institutions Holding ESGU

# of Institutions

803

Shares Held

97.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

14.8M
Shares

$1.89 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

10.7M
Shares

$1.37 Billion
0.11% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.29M
Shares

$676 Million
1.95% of portfolio
Northern Trust Corp Chicago, IL

4.73M
Shares

$605 Million
0.1% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$584 Million
10.14% of portfolio

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

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Fermata Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History